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天齐锂业股份有限公司 关于泰利森第三期化学级锂精矿扩产项目进展情况的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-12-20 06:22
Project Overview - The company approved the expansion plan for Talison Lithium's third phase of lithium concentrate production on July 24, 2018, to build a large-scale chemical-grade lithium concentrate production facility in Greenbushes, Western Australia [1] - The project was initially scheduled for completion in Q4 2020, but the trial operation was postponed to 2025 [1] Project Progress - As of December 18, 2025, the Talison third phase chemical-grade lithium concentrate expansion project has been completed and is in the trial production phase [1] - The total production capacity of the Talison lithium concentrate project will reach 2.14 million tons per year upon completion [2] Impact on the Company - The Talison project will provide a continuous and sufficient supply of chemical-grade lithium concentrate for the company's domestic and international lithium chemical product production bases, enhancing the efficiency of capacity and resource matching [3] - The project is expected to strengthen the synergy between upstream and downstream of the industry chain and potentially improve the company's profitability [3]
新华财经早报:12月20日
Xin Hua Cai Jing· 2025-12-20 00:54
Group 1 - China Shenhua plans to issue A-shares and pay cash to acquire assets from its controlling shareholder, China Energy Group, and its wholly-owned subsidiary, West Energy, for a total transaction price of 133.598 billion yuan, with 30% paid in shares and 70% in cash [1][4] - Qingdao Port intends to invest approximately 15.7 billion yuan in two terminal projects [4] - Jifeng Co., Ltd. has been awarded a total assembly project for passenger car seats, with an estimated total lifecycle value of 9.8 billion yuan [4] Group 2 - Shengxin Lithium Energy's partner, Zhongxin Aviation, plans to purchase 200,000 tons of lithium salt products from the company between 2026 and 2030 [4] - Chlor-alkali Chemical's subsidiary plans to invest 2.975 billion yuan in an advanced materials supporting waste salt comprehensive utilization project [4] - Tianqi Lithium's third-phase chemical-grade lithium concentrate expansion project has been completed and is now in trial operation [4] Group 3 - Oriental Cable has recently won projects totaling approximately 3.125 billion yuan [4] - Jiangshan Luneng has signed a series of contracts totaling approximately 815 million yuan [4] - Huahai Wenkang has produced over 800 CMP equipment units [4] Group 4 - Sichuan Chengyu's subsidiary plans to acquire 85% of Jingyi Company for 2.409 billion yuan [4] - Qi Yi Er intends to acquire 60% of Fangzhou Technology through acquisition and capital increase [4] - Tianchuang Fashion is planning a change of control, resulting in a stock suspension [4]
天齐锂业股份有限公司关于泰利森第三期化学级锂精矿扩产项目进展情况的公告
Shang Hai Zheng Quan Bao· 2025-12-19 20:40
Project Overview - The company approved the expansion plan for Talison Lithium's third phase of chemical-grade lithium concentrate production on July 24, 2018, aiming to build a large-scale production facility in Greenbush, Western Australia [2] - The project was initially scheduled for completion in Q4 2020, but the trial operation was postponed to 2025 [2] Project Progress - As of December 18, 2025, the Talison third phase expansion project has been completed and is undergoing trial production [3] - The total production capacity of the Talison lithium concentrate project will reach 2.14 million tons per year upon completion [4] Impact on the Company - The expansion project will provide a continuous and sufficient supply of chemical-grade lithium concentrate for the company's domestic and international lithium chemical production bases, enhancing resource efficiency and potentially increasing profitability [5]
锂电产业链周记 | 福特20亿美元进军储能市场 宁德时代宜春锂矿进入首次环评信息公示阶段
Xin Lang Cai Jing· 2025-12-19 14:13
Group 1: Ford Motor Company - Ford plans to restructure its electric vehicle business and has recorded an impairment charge of $19.5 billion (approximately 137.6 billion RMB) [1] - The company is shifting its strategic focus towards commercial vehicle investments and high-growth battery storage business, with an investment of approximately $2 billion over the next two years [1] - Ford aims to deliver battery storage systems by 2027, targeting an annual production capacity of 20 GWh [1] Group 2: CATL and Lantu Automotive - CATL and Lantu Automotive signed a 10-year deepening cooperation agreement, focusing on battery technology and supply chain collaboration [2] - CATL will prioritize providing advanced battery technologies for Lantu's vehicle models, including the application of its Kirin, Xiaoyao, and Shenxing brands [2] - The partnership will also enhance supply chain agility and security, addressing external volatility risks [2] Group 3: Volkswagen - Volkswagen's subsidiary PowerCo has officially started battery cell production in Germany, marking a full-process layout from design to production in Europe [4] - The project in Salzgitter has seen investments exceeding €1 billion since its inception in July 2022 [4] - Volkswagen plans to replicate this model in Valencia, Spain, and St. Thomas, Canada [4] Group 4: LG Energy Solution - LG Energy Solution announced the cancellation of a battery procurement contract with Ford valued at 9.6 trillion KRW (approximately 45.9 billion RMB) [5] - The canceled order represents about 30% of LG Energy's total revenue from the previous year, with a projected revenue decline of 24.1% in 2024 [5] - LG Energy stated that the canceled orders were scheduled for supply starting in 2027, and they will maintain a cooperative relationship with Ford [5] Group 5: Other Companies - Wast Power signed an agreement to establish a sodium-ion battery materials and module production base in Jiangning, with a total investment of approximately 500 million RMB [6][7] - Zhongke Electric plans to invest approximately 7 billion RMB to build a lithium-ion battery anode material project in Luzhou, Sichuan, with a production capacity of 300,000 tons per year [8] - Tianqi Lithium announced the completion and trial operation of its third-phase chemical-grade lithium concentrate expansion project, increasing total capacity to 2.14 million tons per year [13]
12月19日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-19 10:19
Group 1 - Sichuan Chengyu's wholly-owned subsidiary plans to acquire 85% equity of Hubei Jingyi Company for 2.409 billion yuan, enhancing the company's control over highway projects [1] - Huadian Technology signed contracts worth approximately 815 million yuan with Huadian Technology Group for a wind power hydrogen production project [2] - Dongfang Cable and its subsidiary won projects totaling approximately 3.125 billion yuan, accounting for 34.37% of the company's audited revenue for 2024 [3] Group 2 - Heng Rui Medicine received approval for clinical trials of SHR-2906 injection, a self-developed biopharmaceutical aimed at weight control and metabolic regulation [4] - Qingdao Port plans to invest approximately 15.7 billion yuan in two terminal projects [5] - Jingu Co. received a notification to supply low-carbon wheels for two export models to a major domestic car manufacturer, with production expected in 2026 [6] Group 3 - ST Xingguang won a procurement project worth approximately 22.955 million yuan, accounting for 11.96% of the company's revenue for 2024 [7] - Xinbo Co. plans to jointly invest in an alloy materials research institute with partners, focusing on high-performance materials for various industries [8] - Tianqi Lithium's third-phase lithium concentrate expansion project has been completed and is undergoing trial production, with a total capacity of 2.14 million tons per year [9] Group 4 - Changfei Fiber reported that new fiber optic products related to data centers represent a small proportion of total demand [10] - Dongfang Bio's subsidiaries obtained multiple medical device registration certificates, including various testing kits [11] - Xiugang Co. plans to use up to 500 million yuan of idle fundraising for cash management in safe, liquid investment products [12] Group 5 - Jifeng Co. received a project designation for passenger car seat assemblies from a European luxury brand, with a total lifecycle value of approximately 9.8 billion yuan [13] - CanSino initiated Phase I clinical trials for a combined vaccine, completing the first subject enrollment [14] - Dayu Water-saving's subsidiary pre-won a drainage project worth 140 million yuan and another project worth 1 billion yuan [15] Group 6 - Yutong Pharmaceutical's subsidiary received clinical trial approval for YKYY032 injection for treating hyperlipoproteinemia [17] - Diweier announced the departure of a core technical personnel, impacting its technical leadership [18] - Weilang Co.'s controlling shareholder received regulatory measures from the Shandong Securities Regulatory Bureau for failing to fulfill a commitment [19] Group 7 - Xiehe Electronics invested 5 million yuan in a private equity fund focusing on hard technology sectors [20] - Phoenix Optical received a government subsidy of 4.7053 million yuan, representing 35% of its projected net profit for 2024 [21] - China State Construction reported a 0.9% year-on-year increase in new contracts signed in the first 11 months of 2025, totaling 4.0408 trillion yuan [22] Group 8 - Nanguang Energy's pumped storage power station units 1 and 2 have entered trial operation, with units 3 and 4 expected to follow by year-end [23] - Jindalai plans to invest 280 million yuan to acquire a 34% stake in Yunnan Jici Medical Technology [24] - Geer Software terminated its planned acquisition of a majority stake in Weipin Zhiyuan due to failure to reach agreement on key terms [25] Group 9 - Ningbo Fubang completed the absorption merger of its wholly-owned subsidiary, inheriting all assets and liabilities [26] - Zhongyuan Neipei signed a strategic cooperation framework agreement with Ningbo Puzhi Company for humanoid robot-related business [28] - Gongyuan Co. announced a business integration and relocation of its production lines in the East China region [29] Group 10 - Chlor-alkali Chemical's subsidiary plans to invest 2.975 billion yuan in a comprehensive utilization project for waste salt [30] - Kain Technology announced the departure of a core technical personnel, impacting its research capabilities [31] - ST Renfu received approval for clinical trials of a new drug for idiopathic pulmonary fibrosis [32] Group 11 - Sanbo Brain Science's established brain science fund has completed registration with the Asset Management Association of China [33] - Tongyou Technology plans to apply for a 70 million yuan credit line from Beijing Bank, using its property as collateral [34] - Bai Ao Intelligent signed a significant equipment sales contract worth approximately 27.5021 million yuan [35] Group 12 - ST Xinyan received all restructuring investment funds totaling 2.239 billion yuan, entering the execution phase of its restructuring plan [36] - Dalu Real Estate's subsidiary decided to terminate a planned acquisition of a 60% stake in Beijing Chengzhu Real Estate [38] - Huiyu Pharmaceutical's products received marketing approval in Italy and Norway [39]
天齐锂业(09696):泰利森第三期化学级锂精矿扩产项目己经建设完成并正式投料试车
智通财经网· 2025-12-19 09:37
Core Viewpoint - Tianqi Lithium Industries (09696) has announced the completion and commissioning of the third phase of the Talison chemical-grade lithium concentrate expansion project, which is expected to enhance the company's production capacity and improve profitability through better resource allocation and supply chain synergy [1] Group 1: Project Details - The Talison third phase chemical-grade lithium concentrate expansion project is set to be completed and officially trialed on December 18, 2025 [1] - Upon completion, the total production capacity of the Talison lithium concentrate project will reach 2.14 million tons per year [1] - The project aims to provide a continuous and sufficient supply of raw materials for the company's domestic and international lithium chemical product production bases [1] Group 2: Strategic Implications - The expansion project is expected to enhance the efficient matching of production capacity and resources, thereby strengthening the synergy between upstream and downstream in the industry chain [1] - The successful implementation of the project could potentially increase the company's profitability [1] Group 3: Industry Context - The non-ferrous metals industry is cyclical and subject to various factors, leading to price volatility in lithium products [1] - Current and expected supply-demand changes may impact the current and anticipated prices of lithium products [1] - The fluctuation in lithium concentrate prices could introduce uncertainties into the company's business, financial condition, and operational performance [1] Group 4: Project Risks - There are uncertainties regarding the timely production of standard-compliant chemical-grade lithium concentrate and the effective implementation of the ramp-up plan during the project's subsequent trial and production phases [1] - The progress of the project may not meet expectations, introducing potential risks [1]
天齐锂业(09696) - 海外监管公告 - 关於泰利森第三期化学级鋰精矿扩產项目进展情况的公告

2025-12-19 09:31
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整 性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 Tianqi Lithium Corporation 天齊鋰業股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:9696) 海外監管公告 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條刊發。 茲載列天齊鋰業股份有限公司(「本公司」)在深圳證券交易所網站(http://www.szse.cn/) 刊發的《關於泰利森第三期化學級鋰精礦擴產項目進展情況的公告》如下,僅供參閱。 承董事會命 天齊鋰業股份有限公司 董事長兼執行董事 蔣安琪 香港,2025年12月19日 天齐锂业股份有限公司 关于泰利森第三期化学级锂精矿扩产项目进展情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整,没有虚假记载、误导性陈述或重大遗漏。 一、项目概述 於本公告日期,本公司董事會由以下成員組成:執行董事蔣安琪女士、蔣衛平先生、夏浚 誠先生及鄒軍先生;及獨立非執行董事向川先生、 ...
天齐锂业:泰利森第三期化学级锂精矿扩产项目正式投料试车
Zheng Quan Shi Bao Wang· 2025-12-19 09:15
Core Viewpoint - Tianqi Lithium Industries (002466) has announced the initiation of the construction of the third phase of its chemical-grade lithium concentrate expansion project, which aims to enhance production capacity significantly by building a dedicated facility and associated infrastructure [1] Group 1: Project Details - The project, named "Talisman Third Phase Chemical-grade Lithium Concentrate Expansion Project," will establish a large-scale production facility for chemical-grade lithium concentrate and new ore crushing facilities [1] - The project is expected to be completed and commence trial production by December 18, 2025, with subsequent adjustments and optimizations to ensure the production of standard-compliant chemical-grade lithium concentrate [1] - Upon completion, the total production capacity of the Talisman lithium concentrate project will reach 2.14 million tons per year [1]
天齐锂业:泰利森第三期化学级锂精矿扩产项目建设完成并投料试车
Zhi Tong Cai Jing· 2025-12-19 09:05
天齐锂业(002466)(002466.SZ)公告,于2025年12月18日,泰利森第三期化学级锂精矿扩产项目己经 建设完成并正式投料试车。项目建成投产后,泰利森锂精矿项目总建成产能达到214万吨/年。 ...
天齐锂业(002466.SZ):泰利森第三期化学级锂精矿扩产项目建设完成并投料试车
智通财经网· 2025-12-19 09:04
Core Viewpoint - Tianqi Lithium Industries announced the completion and commissioning of the third phase of the Talison chemical-grade lithium concentrate expansion project, which will increase the total production capacity to 2.14 million tons per year by December 18, 2025 [1] Group 1 - The Talison lithium concentrate project has officially commenced trial production [1] - The total production capacity of the Talison lithium concentrate project will reach 2.14 million tons per year upon completion [1]